Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Kroger Company (KR) | KR | STOCK | Sale | May 9, 2025 | $250,001 - $500,000 |
| Exxon Mobil Corporation Common Stock (XOM) | XOM | STOCK | Exchange | May 6, 2024 | $1,001 - $15,000 |
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Kroger Company (KR) | KR | STOCK | Sale | May 9, 2025 | $250,001 - $500,000 |
| Exxon Mobil Corporation Common Stock (XOM) | XOM | STOCK | Exchange | May 6, 2024 | $1,001 - $15,000 |